The combined firms will represent a powerhouse in the application of natural language processing and machine learning across multiple industries, with initial focus on financial services.
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Nov 09, 2020
Why wealth management firms and family offices should offer bill pay services now.
Cloud-based software provider Swizznet announced it is buying RIA-focused IT provider RightSize Solutions.
The latest report from Backend Benchmarking found that some digital advice firms, including Wealthsimple and M1 Finance, actually improved their performance and funding during COVID-19.
The COVID-19 pandemic has only accelerated the trend of the need for digital engagement between wholesalers and financial advisors, according to a J.D. Power study.
Despite a promising yet short existence north of the border, the automated planning-as-lead-generation startup is confident it can attract the right U.S. advisors.
With business travel still largely on hold, private real estate companies have had to get creative to reach investors.
Wealthtech startups ReAllocate and Lifeworks collectively get close to $5 million in funding from financial advisors in Scratchworks' season finale.
Without realizing it, Blaze founder Bryson Pouw laid the foundation to meet the broker/dealer's future needs a decade ago.
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Nov 05, 2020
Connected digital models optimize process efficiencies leading to improved client experience.
